IRS: Operation Buzzkill
Almost 75% of taxpayers received refunds last year. Things will be different for 2022. Expect smaller refunds.
Two themes: Energy and the Fed.
Set the supply chain and Russia aside. The Fed misjudged the situation and is now working feverishly to avoid a recession.
What are inverted yield curves telling us?
Emerging markets, the historically deep inversion in the yield curve--and is everyone copying each other's investment homework?
Jobs Report Makes The Fed’s Job Harder
The Fed's dual mandate of low inflation and full employment is not met. What will the Fed do now that inflation continues and employment is staying hot? Annex Wealth Management's Dave Spano and Jason Cooper discuss.
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The pause vs the pivot
This week: Strength in short duration and cash generating securities. Weakness in valuation and earning conditions for the S&P 500. Small cap opportunities and a threat from China.
Fed “Pivot” A Long Ways Away, Expect A “Pause” Instead
Annex Wealth Management's Dave Spano and Derek Felske discuss a fed “pause” versus a “pivot” and why this is not a recession – yet.
